Face to face with Daniel Arbess

Daniel Arbess, manager of the Xerion Hedge Fund and partner at Perella Weinberg Partners in New York, joins Aline van Duyn, US markets editor of the Financial Times, to discuss themes from 2009, inflation risks, China and commodities.

Part 1: Themes from 2009
Arbess says “next year is going to be a much more difficult year, because we have not reduced the amount of gross leverage in the financial system”. He also discusses government interventions over the past year.

Part 3: China and commodities
Arbess says: “I think that this year will be proven to have been the easy part. … what we did was we put a finger in the dyke last year, but by no means has the dyke been repaired.”